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Here's something wild to think about: everyone's screaming "bubble!" right now. But look around—companies across sectors are literally saying they're drowning in orders they can't fill fast enough.
That's... not how bubbles usually work, right? Historically, asset bubbles pop when reality catches up to hype. When the music stops and nobody's actually buying what's being sold. When demand evaporates.
But this? We're watching the opposite play out. Real demand is outpacing supply. Order books are stuffed. Production lines are maxed out.
So either we're rewriting the entire playbook on market psychology... or maybe—just maybe—this isn't the bubble everyone thinks it is. Food for thought.